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Disclosery

MEGI NYLI CBRE GBL INFR MEGTRNDS

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COM (common), issuer CIK 1855066

77 managers (77 13F filers) reported a position in MEGI shares at 2026-06-30, 22,200,818 shares in all. 10 filers opened a position and 13 filers sold out during the quarter.

Managers
77
13F filers
77
New
10
Added
42
Reduced
13
Sold out
13
Shares held by filers
22,200,818

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY6,606,363$100M0.01%+321,76213F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.3,409,677$51.8M1.58%-685,77913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,601,351$39.5M0.01%+71,80313F-HRTimelineGroup
Atlas Wealth LLC1,143,284$17.4M2.48%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA859,536$13.1M<0.01%-9,48813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/800,693$12.2M<0.01%+41,54513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN735,049$11.2M<0.01%+62,53913F-HRTimelineGroup
Karpus Management, Inc.656,967$9.99M0.29%+147,85813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…586,879$8.92M0.07%+22,38613F-HRTimelineGroup
Almitas Capital LLC557,462$8.47M2.03%+241,32913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…386,096$5.87M0.01%+41,25613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …361,917$5.5M0.01%+109,87113F-HRTimelineGroup
Steward Partners Investment Advisory, L…306,109$4.65M0.02%+18,58013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…300,021$4.56M0.27%+186,23513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…274,633$4.17M0.01%+3013F-HRTimelineGroup
Advisors Asset Management, Inc.240,645$3.66M0.06%+12,61813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC208,839$3.17M0.4%+13,63713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …201,622$3.06M0.03%+8,86913F-HRTimelineGroup
Sovran Advisors, LLC166,190$2.53M0.19%+23,38513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.137,391$2.09M<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.129,641$1.97M0.6%-1,08213F-HRTimeline
FCA CORP /TX114,087$1.73M0.43%+14,75013F-HRTimeline
Closed-End Fund Advisors, Inc.110,327$1.68M1.64%-3,56313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC84,455$1.28M0.08%-5,95613F-HRTimeline
CHAPIN DAVIS, INC.74,378$1.13M0.2%+3,85413F-HRTimeline
Stolper Co68,556$1.04M0.27%+60,65213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,200$1.04M0.02%+60513F-HRTimeline
UBS Group AGin group UBS Group AG68,198$1.04M<0.01%+33,56713F-HRTimelineGroup
LPL Financial LLC60,861$925K<0.01%+8,84313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,053$913K<0.01%new13F-HRTimelineGroup
Bramshill Investments, LLC53,668$816K0.06%+73713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP41,790$635K<0.01%-68,72613F-HRTimelineGroup
Red Door Wealth Management, LLC40,540$616K0.06%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,240$581K<0.01%+94213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC38,142$580K0.01%+30213F-HRTimeline
Cambridge Investment Research Advisors,…32,851$499K<0.01%+57513F-HR/ATimeline
Opal Wealth Advisors, LLC32,471$494K0.11%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,860$454K<0.01%-1,44913F-HRTimelineGroup
Focus Financial Network, Inc.28,863$439K0.01%+2,45913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,530$434K<0.01%-53713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd28,516$433K0.01%+9,18613F-HRTimelineGroup
NWF Advisory Services Inc.27,500$418K0.04%013F-HRTimeline
CHOREO, LLC27,198$413K<0.01%-1,45913F-HRTimeline
Merit Financial Group, LLC25,321$385K<0.01%+90213F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC24,957$379K0.01%+2,04913F-HRTimeline
Mariner, LLCin group Mariner, LLC23,626$359K<0.01%+7613F-HRTimelineGroup
Global Retirement Partners, LLC21,966$334K0.01%13F-HRTimeline
Cadent Capital Advisors, LLC20,998$319K0.07%new13F-HRTimeline
Savant Capital, LLC21,146$316K<0.01%+10,57313F-HRTimeline
NewEdge Advisors, LLC19,740$300K<0.01%+13113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC19,530$297K0.17%-7513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,917$242K<0.01%new13F-HRTimelineGroup
&PARTNERS15,916$242K<0.01%+2,56613F-HRTimeline
Aptus Capital Advisors, LLC15,000$228K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC15,000$228K<0.01%013F-HRTimeline
Dakota Wealth Management14,780$225K<0.01%+2,96513F-HRTimeline
MGO ONE SEVEN LLC13,756$209K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,474$205K<0.01%+34213F-HRTimelineGroup
Tactive Advisors, LLC13,403$204K0.05%-16413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,518$175K<0.01%-10,29913F-HRTimelineGroup
Cetera Investment Advisers11,296$172K<0.01%+66113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC10,924$166K0.07%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,683$162K<0.01%-4,70813F-HRTimelineGroup
Private Advisor Group, LLC10,545$160K<0.01%+25813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,574$115K0.01%+35513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,415$113K<0.01%+1,72513F-HRTimelineGroup
WPG Advisers, LLC3,347$50.9K0.03%+17513F-HRTimeline
Institute for Wealth Management, LLC.1,040$15.8K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.875$13.3K0.01%013F-HRTimeline
Osbon Capital Management LLC837$12.7K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…658$10K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC578$8.91K<0.01%013F-HRTimeline
Key Financial Inc500$7.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.350$5.32K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP250$3.83K<0.01%+24013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\235$3.57K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC14$213<0.01%013F-HRTimelineGroup